For Professional Advisors

Your clients depend on your professionalism and integrity, and you serve them with great care.

We share those values and take the same approach in helping individuals, couples and families determine how to include philanthropy in their overall financial planning.

We view our work with professional advisors as a complementary partnership and we offer a range of giving options, resources and services to help you support your clients’ philanthropic journeys. Our knowledgeable staff can help your clients identify their philanthropic goals, create a strategy, explore the issues facing our community, and support the causes they care about. We are expert in managing gifts of complex assets. Our staff includes experienced facilitators and we specialize in working across generations. We honor legacy and celebrate donors who seek to make a difference for future generations through planned gifts.

We also partner with advisors through the Professional Advisors Council, an intimate network of professionals seeking to deepen their community and philanthropic knowledge through partnership with us.

Tools for Professional Advisors

Charitable Gift Planning

We can help you leave a philanthropic legacy and we place the highest priority on understanding and honoring your charitable intent. We offer a number of tools and vehicles to help with estate and financial planning.